EVLN Institutional Ownership
Eaton Vance Floating-Rate ETF
1W: -0.3%
1M: -0.9%
3M: -0.7%
YTD: -1.2%
1Y: -1.4%
$48.35
-0.02 (-0.04%)
Weekly Expected Move ±0.4%
$48
$48
$48
$49
$49
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — EVLN
56
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
9
New Positions
26
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (66 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | 15,008,187 | 726M | — | +0.0% | 6Q | SEC ↗ |
| 2 | MORGAN STANLEY | 7,416,476 | 359M | +1,065,927 | +16.8% | 10Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 605,610 | 29M | +866 | +0.1% | 4Q | SEC ↗ |
| 4 | LPL Financial LLC | 404,212 | 20M | +3,086 | +0.8% | 8Q | SEC ↗ |
| 5 | Spartan Wealth Advisory Services LLC | 211,283 | 10M | +3,695 | +1.8% | 2Q | SEC ↗ |
| 6 | Eldridge Investment Advisors, Inc. | 173,999 | 8M | -5,582 | -3.1% | 8Q | SEC ↗ |
| 7 | Corient Private Wealth LP | 147,526 | 7M | +352 | +0.2% | 8Q | SEC ↗ |
| 8 | CENTRAL TRUST Co | 115,872 | 6M | +15,294 | +15.2% | 8Q | SEC ↗ |
| 9 | Founders Financial Alliance, LLC | 110,537 | 5M | -3,700 | -3.2% | 5Q | SEC ↗ |
| 10 | Obermeyer Wealth Partners | 103,567 | 5M | -15,300 | -12.9% | 4Q | SEC ↗ |
| 11 | Perennial Advisors, LLC NEW | 98,238 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 12 | MCCARTER PRIVATE WEALTH SERVICES LLC NEW | 95,726 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Impact Partnership Wealth, LLC | 62,843 | 3M | +14,392 | +29.7% | 5Q | SEC ↗ |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 47,233 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Western Wealth Management, LLC | 44,646 | 2M | +2,571 | +6.1% | 2Q | SEC ↗ |
| 16 | Visionary Wealth Advisors | 35,134 | 2M | +740 | +2.2% | 6Q | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. NEW | 34,221 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | QTR Family Wealth, LLC | 32,014 | 2M | -6,679 | -17.3% | 6Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 30,130 | 1M | +14,152 | +88.6% | 4Q | SEC ↗ |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | 25,950 | 1M | +281 | +1.1% | 4Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 24,853 | 1M | +411 | +1.7% | 10Q | SEC ↗ |
| 22 | Stratos Wealth Partners, LTD. | 23,981 | 1M | +100 | +0.4% | 6Q | SEC ↗ |
| 23 | Riverview Capital Advisers, LLC NEW | 21,013 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 20,251 | 979K | -1,982 | -8.9% | 9Q | SEC ↗ |
| 25 | Focus Partners Wealth | 18,074 | 874K | +1,226 | +7.3% | 2Q | SEC ↗ |
| 26 | CITADEL ADVISORS LLC | 17,422 | 842K | +614 | +3.7% | 5Q | SEC ↗ |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 16,728 | 809K | -1,227 | -6.8% | 10Q | SEC ↗ |
| 28 | WEALTHSPAN PARTNERS, LLC | 15,162 | 733K | +207 | +1.4% | 4Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 14,982 | 724K | +943 | +6.7% | 2Q | SEC ↗ |
| 30 | Dynamic Financial Group | 13,524 | 654K | +368 | +2.8% | 5Q | SEC ↗ |
| 31 | BENJAMIN EDWARDS INC | 11,874 | 574K | +2,154 | +22.2% | 3Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 11,393 | 551K | -13,273 | -53.8% | 10Q | SEC ↗ |
| 33 | Gladstone Institutional Advisory LLC | 11,041 | 534K | -144 | -1.3% | 7Q | SEC ↗ |
| 34 | Blue Water Asset Management | 9,860 | 477K | +162 | +1.7% | 3Q | SEC ↗ |
| 35 | Next Level Private LLC | 9,123 | 441K | +150 | +1.7% | 6Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 7,845 | 379K | -2,055 | -20.8% | 5Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. NEW | 6,974 | 337K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Bill Few Associates, Inc. | 6,732 | 325K | -106 | -1.6% | 3Q | SEC ↗ |
| 39 | Fiduciary Trust Co | 6,653 | 322K | — | +0.0% | 8Q | SEC ↗ |
| 40 | C2P Capital Advisory Group, LLC d.b.a. | 5,244 | 254K | -107 | -2.0% | 3Q | SEC ↗ |
| 41 | Fortitude Advisory Group L.L.C. | 4,891 | 236K | -425 | -8.0% | 3Q | SEC ↗ |
| 42 | Mariner, LLC NEW | 4,478 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 43 | WNY Asset Management, LLC | 4,381 | 212K | +72 | +1.7% | 2Q | SEC ↗ |
| 44 | Creative Planning | 4,259 | 206K | +70 | +1.7% | 6Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 2,804 | 136K | +13 | +0.5% | 2Q | SEC ↗ |
| 46 | BROWN BROTHERS HARRIMAN & CO | 791 | 38K | — | +0.0% | 5Q | SEC ↗ |
| 47 | PNC Financial Services Group, Inc. | 735 | 36K | +490 | +200.0% | 2Q | SEC ↗ |
| 48 | Steward Partners Investment Advisory, | 285 | 14K | +25 | +9.6% | 8Q | SEC ↗ |
| 49 | Continuum Advisory, LLC NEW | 224 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 50 | IFP Advisors, Inc | 100 | 5K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Perennial Advisors, LLC | 98,238 | 5M |
| MCCARTER PRIVATE WEALTH SERVICES LL | 95,726 | 5M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,233 | 2M |
| Rockefeller Capital Management L.P. | 34,221 | 2M |
| Riverview Capital Advisers, LLC | 21,013 | 1M |
| Equitable Holdings, Inc. | 6,974 | 337K |
| Mariner, LLC | 4,478 | 217K |
| Continuum Advisory, LLC | 224 | 11K |
| CWM, LLC | 34 | 2K |
| UBS Group AG | 5 | 0K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Allworth Financial LP | 550,340 | 27M |
| GOLDMAN SACHS GROUP INC | 102,540 | 5M |
| JANE STREET GROUP, LLC | 61,617 | 3M |
| New England Capital Financial Advis | 60,661 | 3M |
| Gateway Wealth Partners, LLC | 22,549 | 1M |
| Flagship Private Wealth, LLC | 19,937 | 964K |
| LeClair Wealth Partners LLC | 9,698 | 469K |
| AE Wealth Management LLC | 7,722 | 373K |
| ENVESTNET ASSET MANAGEMENT INC | 7,693 | 372K |
| FIRST TRUST ADVISORS LP | 7,000 | 338K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,518 | 218K |
| Tower Research Capital LLC (TRC) | 4,484 | 217K |
| ASSETMARK, INC | 102 | 5K |
| FMR LLC | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,065,927 | +16.8% | 7,416,476 |
| CENTRAL TRUST Co | +15,294 | +15.2% | 115,872 |
| Impact Partnership Wealth, LLC | +14,392 | +29.7% | 62,843 |
| WELLS FARGO & COMPANY/MN | +14,152 | +88.6% | 30,130 |
| Spartan Wealth Advisory Services LL | +3,695 | +1.8% | 211,283 |
| LPL Financial LLC | +3,086 | +0.8% | 404,212 |
| Western Wealth Management, LLC | +2,571 | +6.1% | 44,646 |
| BENJAMIN EDWARDS INC | +2,154 | +22.2% | 11,874 |
| Focus Partners Wealth | +1,226 | +7.3% | 18,074 |
| Kestra Advisory Services, LLC | +943 | +6.7% | 14,982 |
| AMERIPRISE FINANCIAL INC | +866 | +0.1% | 605,610 |
| Visionary Wealth Advisors | +740 | +2.2% | 35,134 |
| CITADEL ADVISORS LLC | +614 | +3.7% | 17,422 |
| PNC Financial Services Group, Inc. | +490 | +200.0% | 735 |
| COMMONWEALTH EQUITY SERVICES, LLC | +411 | +1.7% | 24,853 |
| Dynamic Financial Group | +368 | +2.8% | 13,524 |
| Corient Private Wealth LP | +352 | +0.2% | 147,526 |
| FOUNDERS FINANCIAL SECURITIES LLC | +281 | +1.1% | 25,950 |
| WEALTHSPAN PARTNERS, LLC | +207 | +1.4% | 15,162 |
| Blue Water Asset Management | +162 | +1.7% | 9,860 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Obermeyer Wealth Partners | -15,300 | -12.9% | 103,567 |
| ROYAL BANK OF CANADA | -13,273 | -53.8% | 11,393 |
| QTR Family Wealth, LLC | -6,679 | -17.3% | 32,014 |
| Eldridge Investment Advisors, Inc. | -5,582 | -3.1% | 173,999 |
| Founders Financial Alliance, LLC | -3,700 | -3.2% | 110,537 |
| RAYMOND JAMES FINANCIAL INC | -2,055 | -20.8% | 7,845 |
| OSAIC HOLDINGS, INC. | -1,982 | -8.9% | 20,251 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,227 | -6.8% | 16,728 |
| Fortitude Advisory Group L.L.C. | -425 | -8.0% | 4,891 |
| Gladstone Institutional Advisory LL | -144 | -1.3% | 11,041 |
| C2P Capital Advisory Group, LLC d.b | -107 | -2.0% | 5,244 |
| Bill Few Associates, Inc. | -106 | -1.6% | 6,732 |